Holistic Financial Partners’s Analog Devices ADI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $239K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Buy |
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